Berkshire Capital Holdings’s Western Digital WDC Stock Holding History

Berkshire Capital Holdings’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.71K	Hold	10	–	–	﹤0.01%	53
2025 Q4	$1.72K	Hold	10	–	–	﹤0.01%	60
2025 Q3	$1.2K	Hold	10	–	–	﹤0.01%	73
2025 Q2	$640	Hold	10	–	–	﹤0.01%	86
2025 Q1	$404	Sell	10 -3	-23%	-$142	﹤0.01%	84
2024 Q4	$596	Hold	13	–	–	﹤0.01%	83
2024 Q3	$683	Sell	13 -130,686	-100%	-$6.6M	﹤0.01%	71
2024 Q2	$7.49M	Buy	+130,699	New	+$7.25M	3.03%	16
2020 Q4	–	Sell	-13	Closed	–	–	78
2020 Q3	$0	Hold	13	–	–	﹤0.01%	70
2020 Q2	$0	Hold	13	–	–	﹤0.01%	62
2020 Q1	$0	Buy	+13	New	+$576	﹤0.01%	57

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkshire Capital Holdings's WDC Position: Q1 2026 in Review

Berkshire Capital Holdings held its Western Digital (WDC) position steady in Q1 2026 at 10 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #53.

Berkshire Capital Holdings first reported a position in WDC in Q1 2020 and has held it in 11 quarters since. The position peaked at $7.49M in Q2 2024. 1,415 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Berkshire Capital Holdings held 10 shares of Western Digital worth $2.71K as of Q1 2026.
Berkshire Capital Holdings left its Western Digital share count unchanged in Q1 2026.
Western Digital made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #53 holding.
Berkshire Capital Holdings first reported a position in Western Digital in Q1 2020 and has held it in 11 quarters since.
Berkshire Capital Holdings's Western Digital position peaked at $7.49M in Q2 2024.
1,415 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.